13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$20.71亿2026Q1 申报市值
2,586持仓数
21.0%前十大占比 · 第一大 2.4%
220 / 158新建仓 / 清仓
申报市值走势$22.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

HTGC 2.4%
ARCC 2.3%
GBDC 2.3%
TSLX 2.2%
OBDC 2.1%
SHYG 2.1%
HYEM 2.0%
BXSL 1.9%
PFLT 1.9%
EMHY 1.9%

2026Q1 买入最多 按季末市值估算

AMCR 新建仓+$1,934.33万
ACN 加仓+$1,202.12万
HTGC 加仓+$988.31万
SJM 加仓+$859.59万
HRB 加仓+$489.07万

2026Q1 卖出最多 按季末市值估算

EVRG 减仓-$1,449.96万
ENB 减仓-$1,139.58万
MAIN 减仓-$1,131.01万
GEF/B 减仓-$469.80万
PRU 减仓-$376.50万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
— FLAHERTY & CRUMRINE TOTAL RETU COM $4,2460.00%253 -513-67.0% -$8,609 重新持有
PRVA PRIVIA HEALTH GROUP INC COM $4,2350.00%201 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LTD ORD $4,2270.00%29 -10-25.6% -$1,458 减仓
IXN ISHARES GLOBAL TECH ETF $4,2100.00%41 -39-48.8% -$4,005 减仓
NI NISOURCE INC COM $4,2000.00%90 11.1% $47 加仓
MTUS METALLUS INC COM $4,1870.00%255 00.0% — 不变
SLG SL GREEN RLTY CORP COM $4,1820.00%114 00.0% — 不变
— SABA CAPITAL INCOME & OPPORTUN COM NEW $4,1600.00%500 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP COM $4,1500.00%500 00.0% — 不变
TYG TORTOISE ENERGY INFRSTRCTR CP COM $4,1490.00%90 00.0% — 不变
— PROSHARES SHORT REAL ESTATE $4,1470.00%245 00.0% — 不变
HOS HELIX ENERGY SOLUTIONS GRP INC COM $4,1420.00%442 00.0% — 不变
VLTO VERALTO CORP COM SHS $4,1390.00%47 -2-4.1% -$176 减仓
— YIELDMAX MSTR OPTION INCOME STRATEGY ETF $4,1370.00%197 -103-34.3% -$2,163 减仓
EGP EASTGROUP PPTYS INC COM $4,1220.00%22 00.0% — 不变
WAFD WAFD INC COM $4,1160.00%130 10.8% $32 加仓
SBR SABINE RTY TR UNIT BEN INT $4,1000.00%56 612.0% $439 加仓
— ELECTRONIC ARTS INC COM $4,0750.00%20 -10-33.3% -$2,038 减仓
KSS KOHLS CORP COM $4,0670.00%316 20.6% $26 加仓
XYL XYLEM INC COM $4,0620.00%33 00.0% — 不变
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY $4,0490.00%111 111— $4,049 新建仓
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $4,0430.00%68 2558.1% $1,486 加仓
FRSH FRESHWORKS INC CLASS A COM $4,0350.00%500 00.0% — 不变
— NOBLE CORP PLC WT EXP 020428 $4,0270.00%158 00.0% — 不变
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY $4,0170.00%96 96— $4,017 新建仓
BCRX BIOCRYST PHARMACEUTICALS INC COM $4,0050.00%427 327327.0% $3,067 加仓
WSFS WSFS FINL CORP COM $3,9840.00%60 00.0% — 不变
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF $3,9830.00%50 00.0% — 不变
PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS $3,9600.00%300 300— $3,960 新建仓
FELE FRANKLIN ELEC INC COM $3,9550.00%42 00.0% — 不变
FLDR FIDELITY LOW DURATION BOND FACTOR ETF $3,9520.00%79 79— $3,952 新建仓
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF $3,9320.00%63 00.0% — 不变
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY $3,9300.00%73 73— $3,930 新建仓
— CLEARWAY ENERGY INC CL A $3,9190.00%99 22.1% $79 加仓
— NUVEEN REAL ESTATE INCOME FD COM $3,9180.00%511 511— $3,918 新建仓
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $3,8980.00%192 2414.3% $487 加仓
PLUS EPLUS INC COM $3,8300.00%50 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A $3,7960.00%2 00.0% — 不变
KAI KADANT INC COM $3,7880.00%13 00.0% — 不变
CLX CLOROX CO DEL COM $3,7860.00%36 -149-80.5% -$1.57万 减仓
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF $3,7840.00%39 1562.5% $1,455 加仓
DLX DELUXE CORP MEDIUM TERM NTS COM $3,7800.00%135 10.7% $28 加仓
— AVITA MEDICAL INC COM $3,7700.00%1,000 00.0% — 不变
— GLOBAL X CLEAN WATER ETF $3,7660.00%196 00.0% — 不变
SFNC SIMMONS FIRST NATL CORP CL A $1 PAR $3,7410.00%192 21.1% $39 加仓
FORM FORMFACTOR INC COM $3,7340.00%37 00.0% — 不变
SSTK SHUTTERSTOCK INC COM $3,7230.00%225 10.4% $17 加仓
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF $3,7110.00%29 00.0% — 不变
DAPP VANECK DIGITAL TRANSFORMATION ETF $3,7080.00%250 00.0% — 不变
DRH DIAMONDROCK HOSPITALITY CO COM $3,6980.00%395 00.0% — 不变
FDS FACTSET RESH SYS INC COM $3,6930.00%16 00.0% — 不变
HLI HOULIHAN LOKEY INC CL A $3,6670.00%26 00.0% — 不变
THO THOR INDS INC COM $3,6600.00%47 25113.6% $1,947 加仓
CCS CENTURY COMMUNITIES INC COM $3,6530.00%64 11.6% $57 加仓
ONON ON HLDG AG NAMEN AKT A $3,6510.00%105 80320.0% $2,782 加仓
BKH BLACK HILLS CORP COM $3,6500.00%52 00.0% — 不变
URNM SPROTT URANIUM MINERS ETF $3,6450.00%57 50714.3% $3,197 加仓
AVLV AVANTIS U.S. LARGE CAP VALUE ETF $3,6430.00%45 411,025.0% $3,319 加仓
HR HEALTHCARE RLTY TR CL A COM $3,6400.00%212 21.0% $34 加仓
CVBF CVB FINL CORP COM $3,6240.00%186 00.0% — 不变
CBL CBL & ASSOC PPTYS INC COMMON STOCK $3,6230.00%92 00.0% — 不变
SPNT SIRIUSPOINT LTD COM $3,6110.00%167 00.0% — 不变
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $3,6100.00%15 00.0% — 不变
HDB HDFC BANK LTD SPONSORED ADS $3,5860.00%144 00.0% — 不变
— CLEARWATER ANALYTICS HLDGS INC CL A $3,5690.00%150 00.0% — 不变
PRI PRIMERICA INC COM $3,5540.00%14 00.0% — 不变
MLAB MESA LABS INC COM $3,5530.00%40 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW CL A COM STK $3,5520.00%187 10.5% $19 加仓
AAMI ACADIAN ASSET MANAGEMENT INC COM $3,5480.00%63 00.0% — 不变
DLTR DOLLAR TREE INC COM $3,5460.00%33 00.0% — 不变
HUBB HUBBELL INC COM $3,5240.00%7 -2-22.2% -$1,007 减仓
GVAL CAMBRIA GLOBAL VALUE ETF $3,5240.00%105 00.0% — 不变
CALX CALIX INC COM $3,5150.00%75 00.0% — 不变
— LGL GROUP INC COM $3,5050.00%500 500— $3,505 新建仓
FRME FIRST MERCHANTS CORP COM $3,5000.00%89 00.0% — 不变
HOPE HOPE BANCORP INC COM $3,4930.00%299 41.4% $47 加仓
WERN WERNER ENTERPRISES INC COM $3,4760.00%117 00.0% — 不变
AAP ADVANCE AUTO PARTS INC COM $3,4730.00%64 11.6% $54 加仓
VEEV VEEVA SYS INC CL A COM $3,4550.00%20 00.0% — 不变
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $3,4520.00%142 -918-86.6% -$2.23万 减仓
GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT $3,4420.00%635 00.0% — 不变
— CANGO INC ORD CL A $3,4390.00%8,000 00.0% — 不变
WOR WORTHINGTON ENTERPRISES INC COM $3,4380.00%65 00.0% — 不变
DEO DIAGEO PLC SPON ADR NEW $3,4330.00%46 -278-85.8% -$2.07万 减仓
KBDC KAYNE ANDERSON BDC INC COM SHS $3,4330.00%250 250— $3,433 新建仓
XXI TWENTY ONE CAP INC COM SHS CL A $3,4230.00%564 00.0% — 不变
GMED GLOBUS MED INC CL A $3,4220.00%39 00.0% — 不变
CBU COMMUNITY FINANCIAL SYSTEM INC COM $3,4110.00%57 00.0% — 不变
— GOLDEN ENTMT INC COM $3,4080.00%128 21.6% $53 加仓
INDB INDEPENDENT BK CORP MASS COM $3,4080.00%45 00.0% — 不变
— SCHWAB CRYPTO THEMATIC ETF $3,3940.00%65 00.0% — 不变
WSO WATSCO INC COM $3,3830.00%9 00.0% — 不变
COGT COGENT BIOSCIENCES INC COM $3,3830.00%96 96— $3,383 新建仓
UFCS UNITED FIRE GROUP INC COM $3,3710.00%92 11.1% $37 加仓
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $3,3700.00%132 00.0% — 不变
HAYW HAYWARD HLDGS INC COM $3,3460.00%248 00.0% — 不变
PSTL POSTAL REALTY TRUST INC CL A $3,3440.00%179 00.0% — 不变
CROX CROCS INC COM $3,3420.00%40 00.0% — 不变
KD KYNDRYL HLDGS INC COMMON STOCK $3,3150.00%258 00.0% — 不变
EAT BRINKER INTL INC COM $3,2970.00%23 -63-73.3% -$9,031 减仓